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iShares MSCI Pacific ex Japan ETF
EPP

205 hedge funds and large institutions have $1.56B invested in iShares MSCI Pacific ex Japan ETF in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 54 increasing their positions, 56 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 9

6% more funds holding

Funds holding: 193 → 205 (+12)

1% more capital invested

Capital invested by funds: $1.55B → $1.56B (+$18.6M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more call options, than puts

Call options by funds: $162K | Put options by funds: $162K

0.62% less ownership

Funds ownership: 73.36% → 72.74% (-0.62%)

4% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 56

Holders
205
Holders Change
+12
Holders Change %
+6.22%
% of All Funds
3.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
54
Reduced
56
Closed
9
Calls
$162K
Puts
$162K
Net Calls
–
Net Calls Change
+$449K

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$58.4M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$20.8M
3
FFM
Fullerton Fund Management
Singapore
+$11.1M
4
OMC
Old Mission Capital
Illinois
+$11.1M
5
CW
Connectus Wealth
Ohio
+$6.69M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$91.4M
2
CWM
Congress Wealth Management
Massachusetts
-$24M
3
Jane Street
Jane Street
New York
-$9.77M
4
FTUS
Flow Traders U.S.
New York
-$9.04M
5
BlackRock
BlackRock
New York
-$8.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAS
51
Stelac Advisory Services
New York
$1.83M – – –
RJT
52
Raymond James Trust
Florida
$1.81M – – –
JMPWA
53
JP Morgan Private Wealth Advisors
California
$1.61M +$95.2K +2,137 +6%
RSWM
54
Robertson Stephens Wealth Management
California
$1.45M +$125K +2,813 +9%
KWM
55
Kingsview Wealth Management
Oregon
$1.45M +$1.47M +33,033 New
KeyBank National Association
56
KeyBank National Association
Ohio
$1.28M -$98.1K -2,203 -7%
Truist Financial
57
Truist Financial
North Carolina
$1.25M +$28.6K +642 +2%
GFPC
58
Global Financial Private Client
Florida
$1.11M +$286K +6,413 +35%
TH
59
TCTC Holdings
Texas
$1.06M -$190K -4,257 -15%
Qube Research & Technologies (QRT)
60
Qube Research & Technologies (QRT)
United Kingdom
$1.04M +$839K +18,852 +379%
MIA
61
MMBG Investment Advisors
Florida
$1.02M – – –
MIH
62
Meitav Investment House
Israel
$1M -$363K -8,163 -27%
PCH
63
PGIM Custom Harvest
New Jersey
$947K -$1.47K -33 -0.2%
SFS
64
Security Financial Services
Indiana
$943K +$959K +21,545 New
MPWT
65
MassMutual Private Wealth & Trust
Connecticut
$935K +$668 +15 +0.1%
LDB
66
Lee, Danner & Bass
Tennessee
$934K – – –
NA
67
Navellier & Associates
Nevada
$892K +$907K +20,360 New
HighTower Advisors
68
HighTower Advisors
Illinois
$872K +$216K +4,854 +32%
AFS
69
AFG Fiduciary Services
Massachusetts
$845K – – –
RA
70
Resolute Advisors
California
$841K -$47.5K -1,066 -5%
SG Americas Securities
71
SG Americas Securities
New York
$822K – – –
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$794K +$733K +16,470 +1,142%
LPL Financial
73
LPL Financial
California
$786K +$1.69K +38 +0.2%
Osaic Holdings
74
Osaic Holdings
Arizona
$750K -$6.37K -143 -0.8%
HF
75
HRT Financial
New York
$736K +$226K +5,084 +43%
1 2
3
4 5

EPP Hedge Fund Activity: Q1 2023 in Review

205 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Pacific ex Japan ETF (EPP) for Q1 2023, worth a combined $1.56B — up 1.2% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new EPP positions and 9 closed out — a net gain of 16 holders — while 54 added to existing stakes and 56 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $58.4M. The largest seller was Bank of America, cutting an estimated $91.4M.

  • 205 institutional investors held iShares MSCI Pacific ex Japan ETF (EPP) as of Q1 2023, up from 193 in Q4 2022.
  • Funds reported $1.56B of iShares MSCI Pacific ex Japan ETF stock for Q1 2023, up 1.2% quarter-over-quarter.
  • 25 funds opened new iShares MSCI Pacific ex Japan ETF positions in Q1 2023 and 9 closed out, a net change of +16 holders.
  • The largest iShares MSCI Pacific ex Japan ETF buyer in Q1 2023 was Goldman Sachs, an estimated $58.4M added.
  • The largest iShares MSCI Pacific ex Japan ETF seller in Q1 2023 was Bank of America, an estimated $91.4M sold.

Based on aggregated 13F filings for Q1 2023.